Session Details
Thursday, April 23 | Opening Hour | 9:30am - 10:30am
Session 101 - CRE Lending Forecast from a Bank Perspective
Moderator: Mark Fluent, Head of West Coast Real Estate - Deutsche Bank Securities Inc.
Gary Duff, Executive Director - Morgan Stanley
Additional Panelists to be Announced
Gary Duff, Executive Director - Morgan Stanley
Additional Panelists to be Announced
Hour 2 | 11:00am - 12:00pm
Session 201 - "Search and Ye Shall Find" - A 'Hot Take' on Alternatives in a Yield-Starved World
(With the first downturn looming since the economic expansion, a functional real estate investment guide during these white waters’ times)
- Where are we in the cycle?
- What inning are we in?
- Are we headed into to a deflationary, inflationary or stagflationary recession or no recession at all? (Thesis is that equities are cheap because earnings yields are high relative to historically low interest rates. A case can be made that same is true for real estate, assuming you can adequately price/manage the risk across food groups. Search for value in anticipated upcoming uncertain times. Search for yield is a real thing.)
- What asset classes or geography looks best in this uncertain environment or impending downturn?
- Comparison of cap rates in said food groups and location vs. 10-year treasury rates
- Life in the alternatives
- Impact of international money on inbound US investments during these times
Moderator: Marc Stephen Shuster, Partner/Owner - Berger Singerman LLP
William Shopoff, President & CEO - Shopoff Realty Investments, L.P.
George Scopetta - Commercial Real Estate Developer, Entrepreneur and Real Estate Investor
Bradley Ross, Vice President - Madison Realty Capital
Eli Beracha, Ph.D., Professor and Director of Hollo School of RE - Florida International University, College of Business
Mark Corlew, Principal - Grover Corlew Realty Investors
Session 202 - Retail and Financing
- What's in store (no pun intended) for retail in 2020?
- What is the outlook for malls and other "Big Box" centers going forward?
- Can "Lifestyle" centers help reinvigorate them?
- Who if financing retail these days and how?
- How are shopper's habits changing the face of retail?
- What is the outlook for tenant/tenant consolidation in the future?
Moderator: Gary Bechtel, President - Money360, Inc.
Panelists to be Announced
Hour 3 | 12:15pm - 1:15pm
Session 301 - New Development Trends for 2020
- Land costs and municipal approvals
- Construction costs
- Can rents keep rising in a downward economy?
- Tenant credit issues…who is the next Wework?
- Construction financing for new projects
- Favored product types for new construction in California
- Best markets for good project feasibility
Moderator: Bob Sonnenblick, Chairman - Sonnenblick Development LLC
David Girty, Partner - Aspect Real Estate Partners
Thomas Whitesell, Executive Vice President, Group Head of Real Estate - Pacific Western Bank
Sean Kelly-Rand, Managing Partner - RD Advisors
Session 302 - Financing During This Point in the Cycle
- Opportunities: Attractive current returns
- Challenges: How to get a project to pencil
- Investment options each with risks and rewards
- Capital market outlook for 2020
Moderator: Michael Anderson-Mitterling, Senior Vice President - George Smith Partners
CJ Stos, Founder & Managing Partner - Stos Partners
Brett Turner, Managing Director - BKM Capital Partners
Jake Reynolds, Assistant Project Manager - Silvergate Development, LLC
Hour 4 | 2:30pm - 3:30pm
Session 401 - The State of the Market: Are We Over the Edge?
- What are the current investment indicators such as cap rates, occupancy, ROI
- Investment transaction and development activity levels seem to have peaked
- Are rental rates maxed out?
Moderator: Gary H. London, Senior Principal - London Moeder Advisors
Jim Neil, Executive Vice President, Partner - Kidder Mathews
Ian M.Gill, Managing Partner - Silvergate Development, LLC
Mitch Siegler, Senior Managing Director - Pathfinder Partners
Hour 5 | 3:45pm - 4:45pm
Session 501 - Family Office Investing
- Family office strategies for 2020 and beyond
- How are family offices looking at macroeconomic trends, etc.?
- Who family offices are looking to invest with
Moderator: Randy C. Norton, Managing Partner, Global Head of Real Estate and Alternative Investments - Green Mesa Capital, LLC
Drew Butler, Managing Director - I(x) Investments
James B. Salter, President & Chief Executive Officer - CM&D International
Session 502 - What's Next - Workouts, Debt-Buying Opportunities or New Originations?
- Alternative lending - still hot or not?
- Outlook for new originations and workouts in 2020 and 2021?
- Which asset classes are most susceptible to workouts as the economic cycle matures?
- What was learned from recent successful and not-so-successful workouts?
- Outlook for the debt-buying market for the rest of 2019 and beyond?
- Recent successful and what was learned from ones that didn't go as well?
- How do regional banks compete with alternative lenders such as debt funds and family offices?
- Can we expect to see more JVs between regional banks and non-bank platforms?
Moderator: Rahul V. Shah, CPA, Managing Principal - Sherpa Capital Group, LLC
Mark Bahiri, Managing Partner - Emerald Creek Capital
Charles Krawitz, Vice President of Commercial Lending - Alliant Credit Union
Friday, April 24 | 9:30am - 10:30am
Session 601 - Navigating the Complexities in Hotel Financing
- What are the complexities in the hotel market and why do they exist?
- Understanding the unique factors in a hotel deal - how are they different?
- Get to know the players that can make or break the deal
- Rallying the best team to help you win, close and profit from your hotel investment
Moderator: Dilip Petigara, Chief Executive Officer - Access Point Financial, LLC
Michael A. Collier, Chief Executive Officer - Hotel Capital, LLC
Jeff Katofsky, Managing Member - Inconthievable, LLC
Rickman Davis, Vice President - Head of Hotels - Live Oak Bank
Sanat Patel, Managing Partner/Chief Sales Officer - AVANA Capital
Session 602 - How to Use Digital Transformation to Propel Growth in CRE Companies
- What does digital transformation mean in the CRE industry?
- How digital transformation has disrupted other industries and learnings
- Key strategies CRE companies can do now to leverage digital transformation
- The ROI of adopting: What CRE companies need to consider for the future of tech and data to drive business
Moderator: John Espey, Board Memeber - Lobby CRE
Gregory Lloyd, Senior Director, Financial Services - Levvel
Kevin O'Dell - Defiance Company
Martha L. Theus, CPA, Chief Financial Officer - Clement Capital LLC
Kyle Prawdzik, First Vice President, Investment Properties - CBRE | Capital Markets
Hour 7 | 10:45am - 11:45am
Session 701 - Multifamily Financing: Fundamentals and Forecast
- Current SoCal market outlook and predictions for the year ahead
- Diving into mobile home communities (MHC) and how they qualify for multifamily lending programs, and how they differ from conventional multifamily
- Comparing multifamily financing options from agencies, credit unions, life companies and banks. From differences in pricing and terms to what properties are a best fit for different platforms
- Creative financing being used to compete in the market. Including new and changing programs (e.g. mezzanine and bridge pieces)
Moderator: Matt Stevens, Managing Director - Greystone
Pasha Johnson, Vice President - PSRS
Aaron Metaj, Vice President of Commercial Lending - Northwind International
Additional Panelist to be Announced
Session 702 - Small Balance
- Talking points to come
Moderator: Michael L. Sanchez, Senior Investment Director of Credit - Kairos Investment Management Company
Panelists to be Announced
Closing Hour | 12:00pm - 1:00pm
Session 801 - Going Long - Sources for Long-Term Commercial Real Estate Financing
- Why long-term loans are highly-competitive in this flattened yield curve environment
- Where are the best sources for 10, 15, 20 or 25 year fixed-rate mortgages?
- What do long-term lenders look for in investments and trends in underwriting?
- What's new for the 2020 market?
Moderator: Cody Charfauros, Principal/Managing Director - San Diego - Barry Slatt Mortgage
Robert Younkin, Principal - PGIM
Additional Panelists to be Announced